Starting with 11.0, companies can manage which Equipment Types can be used on Proposals. All of the Equipment Types used for Proposals have been combined with the Equipment Types that are used on Customer Equipment. Now, with 11.0, companies can elect to create good/better/best proposals on ANY Equipment Type; for example, Thermostats or IAQ.
Video Discussion on Equipment Type
Instructions - How to Include an Equipment Type on Proposals
- From the Command Center, click on Settings
- Under the ESM Equipment section, click on Equipment Types
- From the Equipment Type List click the pencil/edit button
- Change the status of "Include in ESM Sales?" to "Yes"
- Click Save
- For any Equipment Types that were added by your company for Customer Record data, the "Include in ESM Sales" value will be initally set to "No" when 11.0 goes live.